Important DISCLOSURE Information
Waldron Private Wealth (“Company”) is an SEC registered investment adviser located in Bridgeville, Pennsylvania. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Company with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A link of Company’s current written disclosure Brochure discussing Company’s business operations, services, and fees is available above. Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).
Investment Advisory Services offered through Waldron Private Wealth, LLC. Trust services offered through Waldron Private Trust, a Trust Representative Office of National Advisors Trust Company. Insurance products offered through unaffiliated third-party insurance companies.
Certain portions of Company’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Waldron is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see links below for participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, Waldron did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Waldron by any of its clients. ANY QUESTIONS: Waldron’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
The Fast 50 List is compiled by submissions through the Pittsburgh Business Times nomination portal and through submissions for the many Lists Pittsburgh Business Times produces. To qualify, companies must be locally based, privately held and have revenue of at least $2 million in 2019. Rankings are based on the percentage growth between 2019 and 2021. All revenue numbers are verified with the companies after submission.
The Financial Times ranking is based upon a firm’s assets under management, asset growth rate, years in existence, compliance record, industry certifications of key employees, compliance record, and online accessibility. Rankings are based on information prepared and submitted by the adviser. A more thorough disclosure of the criteria used in making these rankings is available upon written request to the advisor. The firm did not pay a fee to be included in the Financial Times rating system.
For more information about Barron’s methodology, click here.
For more information about Barron’s Hall of Fame Advisor methodology, click here
For more information about Forbes’ methodology, click here.
For more information about Expertise’ methodology, click here.
For more information about AdvisoryHQ’s methodology, click here.
For more information about The Pittsburgh Times Best Places to Work methodology, click here.
For more information about The Pittsburgh Post-Gazette Top Workplaces, click here
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Company’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Company, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.
Click link to download: Privacy Notice